Setting up Info: Sections, Fields and Responses

Note: Only Admins have access to this feature.

The "Info" feature in Action Builder is a global feature, meaning that once custom fields are created, they can be enabled or disabled for different campaigns through "Campaign Customization." This structure is designed to standardize the data you collect, ensuring consistency.

By using shared fields and responses, you can easily generate precise lists for tasks and follow-ups. Standardized responses allow you to run queries and group entities (people) efficiently, helping you target specific people in your campaign.

Admins can access the "Info" menu by clicking the three dots in the top right corner of any page or through any campaign "Customize" tab.

Understanding Info Structure

Info is grouped by entity or connection and organized into three levels:

Category	Level	Description
Section	Top	Represents a collection of Fields grouped together.
Field	Middle	Represents a specific data point or question within a Section.
Response	Bottom	Represents the actual data/answer collected for each Field.

Example:

Section: Volunteer Information – A grouping of all data related to volunteers.

• Field: Availability – What days the volunteer is available.
  • Response: Weekdays – This volunteer is available on weekdays.
  • Response: Weekends – This volunteer is also available on weekends.
• Field: Skills – The skills a volunteer brings to the campaign.
  • Response: Canvassing – This volunteer can canvass.
  • Response: Phone Banking – This volunteer can also phone bank.

Section: Donor Information – A grouping of all data related to donors.

• Field: Donation Frequency – How often the donor gives.
  • Response: Monthly – This donor gives every month.
  • Response: One-Time – Another donor made a one-time donation.
• Field: Donation Amount – The amount of money donated.
  • Response: $100 – One donor gave $100.
  • Response: $250 – Another donor gave $250.

1. Sections

Sections are the highest level in the Info hierarchy. They help you organize related Fields and Responses under one umbrella. This is especially helpful if your organization runs multiple campaigns simultaneously—each campaign can have its own Section to keep data organized and avoid confusion.

Benefits of Sections:

• Keep your data clean and organized by separating campaigns.
• Share Sections across campaigns, allowing for easy reuse and consistent data tracking.

2. Fields

Fields are the specific questions or data points you're collecting about people. When creating a Field, you can choose from several types, each designed to capture different information:

• Standard: A simple text field.
• Address: Used to associate a response with a specific address.
• Date: Assign a date to a response (e.g., "Scheduled 1:1" with a date attached).
• Number: Associate numerical data with a response (e.g., "Hourly Pay").
• Shift: Assign time zones and weekly shift schedules to entities.
• Notes: Add additional notes relevant to the response.

Field Permissions:

• Locked Fields: Can only be edited by Admins in the Field Administration menu.
• Unlocked Fields: Activists and organizers can add responses directly using the "Customize" tab.

You can also control how many responses each person can have for a Field:

• Single response: Limit the Field to one response per person.
• Multiple responses: Allow more than one response per person.

3. Responses

Responses are the actual data points or answers you collect for each individual person. For example, if the Field is "Hourly Pay," the Response could be "15 USD."

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Sample Templates for Fields and Responses Using Different Data Types

Worker-Led Internal Organizing Efforts

Standard

• Track worker issues: Multiselect options for common workplace issues such as wages, safety concerns, workload, management communication, or lack of benefits.
• Track department or role: Options to specify the worker's department or role to identify key areas of organizing strength or need.
• Track organizing commitment level: Options like "Organizer," "Active Supporter," "Neutral," or "Opposed," to gauge support levels within the workforce.

Number

• Track meeting attendance: Number of organizing meetings, training sessions, or one-on-ones attended by each worker.
• Track petition signatures: Number of signatures collected from each department or unit.
• Track grievance counts: Number of grievances filed or worker complaints raised through the organizing effort.

Date

• Track key organizing dates: Important deadlines such as contract negotiation dates, union vote dates, or planned strike dates.
• Track one-on-one meeting dates: Dates for individual check-ins or follow-ups with specific workers.
• Track action plan timelines: Dates for implementing specific organizing actions like leafleting, wearing union shirts, or informational pickets.

Address

• Track workplace locations: Specific sites or buildings where organizing efforts are focused, especially in multi-location companies.
• Track assigned strike lines or picket locations: Locations for workers assigned to picket or demonstrate during a strike.
• Track meeting locations: Locations for organizing meetings, rallies, or worker assemblies, including virtual meeting details.

Note

• Track worker feedback: Free-text space for detailed notes on worker concerns, suggestions for campaign strategies, or personal commitments to the organizing effort.
• Track special skills or roles: Notes on any special skills or roles workers can contribute to the organizing effort, such as legal knowledge, graphic design, or public speaking.
• Track management responses: Space to record management's responses or reactions to organizing activities, useful for strategy adjustments.

Shift

• Track organizing shifts: Manage shifts for specific organizing actions like flyering, phone banking, or tabling during breaks.
• Track strike duty shifts: Assign times for workers to participate in strike duties, like manning picket lines or serving as strike captains.
• Track volunteer roles for actions: Shifts for roles during large actions, such as marshals, media spokespeople, or setup and takedown crews.

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Existing Union External Organizing Efforts

Standard

• Track worker contact status: Options like "Contacted," "Not Contacted," "Interested," "Neutral," or "Not Interested" to monitor engagement levels with potential members.
• Track organizing materials distributed: Multiselect options for distributed materials such as flyers, union cards, newsletters, or informational packets.
• Track primary concerns: Common workplace issues like unsafe conditions, inadequate pay, job security, or lack of representation that are motivating factors for organizing.

Number

• Track union card sign-ups: Number of union authorization cards signed within specific worksites or departments.
• Track potential member counts: Number of potential members identified within a targeted company or location.
• Track turnout for organizing events: Number of attendees at external organizing meetings, rallies, or informational sessions.

Date

• Track critical campaign dates: Important deadlines such as card check dates, union election dates, or targeted action days.
• Track contact dates: Dates of first and follow-up contacts with potential members, to ensure consistent outreach.
• Track public actions or rallies: Dates for public demonstrations, rallies, or press conferences to support the organizing effort.

Address

• Track target workplace locations: Addresses of worksites being organized, including primary and satellite locations.
• Track picket or demonstration sites: Locations for public actions such as picketing, leafleting, or visibility events.
• Track meeting locations: Addresses for union hall meetings, community spaces, or virtual meeting links for planning sessions.

Note

• Track worker-specific issues: Free-text notes on individual worker concerns or motivations for joining the union, such as specific incidents of unfair treatment or safety violations.
• Track management actions: Record details of any anti-union activities, such as captive audience meetings, disciplinary actions, or other union-busting tactics.
• Track personal connections: Notes on personal connections or relationships within the workplace that can be leveraged in organizing, like family ties or long-standing friendships.

Shift

• Track volunteer canvassing shifts: Shifts for door-to-door canvassing or worksite visits to talk with potential members.
• Track phone banking shifts: Schedule shifts for volunteers or organizers to conduct phone outreach to potential members.
• Track rally or demonstration participation: Shifts for roles during rallies or demonstrations, like setup, media liaison, or crowd marshaling.